Jacob Flaspohler is an associate advisor at Octavia Wealth Advisors. He is responsible for attending to essential background tasks such as account openings and compliance paperwork. Jacob believes that all the behind-the-scenes aspects of the financial planning process should stay behind the scenes, so that each client’s financial well-being is what stays in focus. He enjoys the excitement of working at a firm that offers so many services and such varied expertise.
Antes de unirse a Octavia en 2023, Jacob se desempeñó como especialista en operaciones para asesores financieros en Giesting Financial. También trabajó en Fifth Third Bank como banquero personal.
Jacob holds a Bachelor of Science degree in Financial Counseling and Planning from Purdue University. He attended one year of law school at Dayton University. Jacob is also a CERTIFIED FINANCIAL PLANNER® professional.
Una nota personal
An Indiana native, Jacob is married with one daughter. He loves sports, and is a huge Notre Dame football fan. In the past, he has coached boys’ basketball and hopes to do that again. Every summer, Jacob and his friends run a German stein-holding contest at Freudenfest Family Fun Day in Oldenburg, Indiana.